Solving real business challenges
for our clients.


CodeFi consulting services are backed by seasoned technical and business experts with years of successful project implementation experience. In order to accurately implement construction loan administration into your workflow, we'll work with you to understand your organization's IT infrastructure, consider your pain points and challenges, and provide recommendations for improvements.


Our experts will ensure your construction loan administration is designed and implemented to your needs and specifically optimized from every angle, enabling you to take full advantage of the technical and performance innovation offered by CodeFi Solutions. These are just some of the benefits you receive from CodeFi Solutions consulting: 


"Throughout the development, customization and implementation of the CodeFi Solutions product, Presidium, we have found the programmers and sales people at CodeFi to be responsive, efficient and knowledgeable about the concerns of our business."

SVP / Commercial Real Estate Loan Operations


With our years of experience as well as our extensive research, we can properly asses project areas in which you might need to consider improving and areas that you want to continually monitor to be able to remain within the scope of the project.


We also provide assistance with coordinating budgets and cost estimates for your project loans. With the findings of our research, we can assess any potential third-party risks that may have gone unnoticed when first planning the project. This allows us to present some alternate solutions or improvements that can be made when implementing your construction loan management as well as prevent any future delays.


CodeFi can also provide a blueprint of where resources should be distributed to streamline the process. With our experience we can provide assistance with hiring general contractors and subcontractors. With due diligence we can properly assign values to all potential risks in order to get a better understanding of your project budget needs.





With our consultation services, we also provide data transformation so that the data can be organized and easily understood by both the users and the computers. This allows for easier development and modifications based on the progress of the project. As mistakes can be made during data transformation which can affect the project, having an experienced consultant is crucial. Below are some more benefits that we provide for your construction loan administration needs. Contact us today for more information.

Domain Expertise

Cost Estimates/ Third Party Risk Assessments

General & Subcontractor/ Due Diligence

Data Transformation


Domain Expertise

  • Third party risk assessments

  • Forensic Investigation/Accounting

  • Cost Estimating

  • Expert Witness Testimony

  • General Contracting

  • Subcontracting

  • Due Diligence

Technical Expertise

  • Hosted Manage Service

  • Digital Engagements

  • eAdoption Strategies

  • Data Transformation​

  • ePresentment & Print Solutions

  • ePayment

  • Mobile Services

At CodeFi Solutions, we put our clients at the center of everything we do.
We focus on understanding their business needs while ensuring their success.
Industry Associations
Florida Bankers Association
Enterprise Risk Management Association
Georgia Bankers Association
ABA Stonier
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Orlando Area, FL
Atlanta Area, GA
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